Turn deal stage changes into sales next steps
A stage change should prompt action. Have Notis create a Close task when a HubSpot deal moves so the next step is easy to see.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Updating a deal stage does not automatically remind the team what to do next.
- Connect pipeline movement to a visible task
- Keep follow-up steps in Close
- Use the stage context available in the event
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Close once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis what Close task to create for a deal stage update and how to handle missing deal context.
- 4Choose the HubSpot Deal Stage Updated trigger and a report channel.
- 5Test with one real stage change and review the run report.
Questions about this workflow
Can the task vary by stage?
Describe the stage-specific next steps in your instruction. Notis can use the data it receives from HubSpot.
Does this update the Close pipeline?
No. This workflow creates a task in Close; the listed actions do not update a Close pipeline stage.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Close. A trigger fires from one place; an action lands in another.
Hubspot triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Contact Created Trigger
Contact Created Trigger
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Hubspot and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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